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FEBRUARY 18, 2009		NEWSLETTER SPONSORS
Industry Insight from Fred Barstein 2008 401kExchange Market Share Report     BASED ON ALMOST 50,000 surveys with 401(k) plan sponsors in 2008, many of the top 10 record keepers gained significant market share over the past year and the past three years.  The chart below details which of the top 10 did... Read More       Challenges to 401(k) Plan Sponsors in Troubled Economic Times MANY OF YOU work with clients who sponsor a 401(k) plan. The current difficult economic environment may have a significant impact on your clients and their 401(k) plans this year. The dramatic decline in the market value of participant 401(k) account balances, recurring news articles about... Read More     From Last Week's Exchange 2008 401kExchange Micro Market Ratings   WITH GROWING CONCERN about the viability and trustworthiness of traditional financial service organizations, especially banks, it is no surprise that CUNA Mutual which services and is owned by credit unions, was top rated in both the  Micro Market and... Read More   Prospect Pipeline APPOINTMENTS Over $142 Million in 401(k) Set Appointments Available! Appointments are currently available for sale with Plan Sponsors who want to meet face to face on a specific date and time. All appointments listed in the Weekly Exchange are subject to, but not limited to assignment, rescheduling or cancellation. These appointments are listed and available on a first-come-first-serve basis. These Leads are exclusive to one advisor for one full year. For more information, contact your Account Executive at 1-877-777-401k (4015). Or contact Mary Christopher, ext. 3573 or mchristopher@401kexchange.com. Lead # Area Code State Assets Appt. Date Appt. Time 1 870 AR $1,000,000 2/25/09 10:00am 2 870 AR $2,500,000 3/25/09 2:30pm  3 559 CA $300,000 3/10/09 9:00am  4 530 CA $800,000 3/10/09 10:00am 5 415 CA * 3/13/09 2:00pm  6 650 CA * 3/17/09 9:30am  7 626 CA $300,000 3/25/09 9:00am  8 805 CA $200,000 3/26/09 2:00pm  9 559 CA $500,000 3/26/09 2:00pm  10 303 CO $300,000 3/18/09 9:00am  11 860 CT * 3/9/09 2:00pm  12 727 FL $365,000 2/27/09 1:00pm  13 305 FL * 2/27/09 10:00am 14 561 FL $500,000 3/25/09 2:30pm  15 305 FL * 3/25/09 10:00am 16 706 GA $400,000 3/10/09 2:30pm  17 770 GA * 3/12/09 2:00pm  18 770 GA $600,000 3/26/09 9:00am  19 912 GA $2,000,000 3/26/09 10:00am 20 641 IA $500,000 3/3/09 10:00am 21 319 IA $1,200,000 3/23/09 1:30pm  22 208 ID $600,000 2/25/09 9:30am  23 208 ID $1,600,000 3/12/09 10:00am 24 309 IL $350,000 2/24/09 10:00am 25 217 IL $1,000,000 3/2/09 1:30pm  26 217 IL $1,200,000 3/4/09 9:00am  27 618 IL $2,500,000 3/12/09 11:00am 28 309 IL $500,000 3/23/09 2:30pm  29 618 IL $400,000 3/25/09 11:00am 30 618 IL $800,000 3/26/09 9:30am  31 217 IL $450,000 3/31/09 9:00am  32 812 IN $850,000 2/24/09 9:00am  33 260 IN $1,200,000 3/4/09 10:00am 34 812 IN $500,000 3/9/09 10:00am 35 765 IN $220,000 3/10/09 3:00pm  36 260 IN $900,000 3/10/09 10:00am 37 812 IN $990,000 3/19/09 2:00pm  38 316 KS $2,900,000 3/18/09 9:00am  39 316 KS $990,000 3/19/09 11:00am 40 785 KS * 3/25/09 10:00am 41 606 KY * 3/17/09 9:30am  42 859 KY $450,000 3/18/09 11:30am 43 225 LA $400,000 3/9/09 9:00am  44 318 LA $1,000,000 3/13/09 10:00am 45 504 LA $500,000 3/19/09 10:00am 46 301 MD $1,900,000 3/4/09 10:00am 47 810 MI $1,200,000 3/13/09 9:00am  48 810 MI $1,500,000 3/19/09 10:00am 49 810 MI $450,000 3/24/09 9:00am  50 320 MN $1,400,000 3/20/09 1:30pm  51 218 MN $2,000,000 3/20/09 10:00am 52 507 MN * 3/24/09 10:00am 53 636 MO $350,000 3/2/09 11:00am 54 636 MO * 3/4/09 9:00am  55 314 MO * 3/18/09 1:00pm  56 417 MO $950,000 3/24/09 10:00am 57 662 MS $300,000 3/26/09 10:00am 58 910 NC $300,000 2/24/09 9:00am  59 828 NC $800,000 2/25/09 10:00am 60 704 NC $500,000 3/4/09 3:00pm  61 252 NC $300,000 3/10/09 10:00am 62 828 NC $1,000,000 3/10/09 3:00pm  63 828 NC $250,000 3/12/09 3:00pm  64 828 NC $300,000 3/12/09 10:00am 65 704 NC $400,000 3/18/09 10:00am 66 910 NC $500,000 3/19/09 2:30pm  67 336 NC $700,000 3/19/09 9:00am  68 704 NC $450,000 3/23/09 11:00am 69 919 NC $800,000 3/25/09 9:00am  70 919 NC $350,000 3/26/09 10:00am 71 910 NC $800,000 3/31/09 1:30pm  72 973 NJ $150,000 3/26/09 10:00am 73 716 NY $2,000,000 3/5/09 9:00am  74 212 NY * 3/6/09 10:00am 75 315 NY $1,800,000 3/10/09 9:00am  76 518 NY * 3/10/09 10:00am 77 607 NY $500,000 3/26/09 10:00am 78 607 NY * 3/26/09 9:30am  79 419 OH $350,000 2/25/09 2:00pm  80 740 OH $300,000 3/12/09 10:00am 81 937 OH * 3/18/09 2:00pm  82 513 OH $2,500,000 3/19/09 10:00am 83 419 OH $2,200,000 3/24/09 9:00am  84 918 OK $250,000 2/26/09 2:00pm  85 570 PA $1,100,000 3/9/09 11:30am 86 412 PA $400,000 3/11/09 10:00am 87 814 PA $500,000 3/13/09 10:00am 88 814 PA $2,000,000 3/26/09 10:00am 89 803 SC $400,000 2/26/09 10:00am 90 803 SC $700,000 3/5/09 10:00am 91 803 SC * 3/25/09 11:00am 92 843 SC * 3/27/09 11:00am 93 605 SD $2,000,000 3/17/09 10:30am 94 605 SD * 3/19/09 2:00pm  95 605 SD * 3/26/09 2:00pm  96 865 TN * 3/25/09 9:00am  97 409 TX $1,700,000 2/25/09 10:00am 98 214 TX * 3/10/09 9:30am  99 903 TX $250,000 3/11/09 1:00pm  100 281 TX $680,000 3/11/09 9:30am  101 281 TX $500,000 3/17/09 2:30pm  102 281 TX $550,000 3/17/09 2:30pm  103 979 TX * 3/17/09 9:00am  104 806 TX $750,000 3/25/09 2:00pm  105 806 TX $750,000 3/25/09 10:00am 106 801 UT $450,000 3/4/09 9:30am  107 801 UT $1,300,000 3/12/09 10:00am 108 801 UT $2,500,000 3/18/09 10:30am 109 801 UT $250,000 3/27/09 11:00am 110 540 VA $300,000 3/6/09 11:00am 111 540 VA $550,000 3/11/09 9:00am  112 540 VA $300,000 3/19/09 11:00am 113 509 WA $1,000,000 2/24/09 9:00am  114 253 WA $175,000 3/24/09 10:00am 115 509 WA $500,000 3/31/09 10:00am 116 920 WI $500,000 2/24/09 10:00am 117 262 WI $900,000 2/26/09 10:30am 118 414 WI $300,000 2/27/09 10:00am 119 920 WI $1,200,000 3/4/09 10:00am 120 262 WI $650,000 3/11/09 11:00am 121 608 WI * 3/11/09 2:00pm  122 715 WI $650,000 3/12/09 10:00am 123 608 WI $2,300,000 3/12/09 10:30am 124 608 WI * 3/12/09 2:00pm  125 920 WI $2,500,000 3/16/09 9:00am  126 262 WI $2,000,000 3/18/09 10:00am 127 608 WI * 3/18/09 11:00am 128 920 WI * 3/19/09 10:30am 129 715 WI $500,000 3/23/09 9:00am  130 608 WI $357,000 3/24/09 9:00am  131 715 WI $2,400,000 3/24/09 10:00am 132 715 WI * 3/25/09 9:30am  133 304 WV $1,500,000 2/25/09 10:00am 134 304 WV $250,000 3/4/09 2:00pm  135 307 WY $600,000 3/12/09 10:00am   * More information will be provided when you speak with a 401kExchange representative.		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